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Analyses on TSG (6)
- June 10, 2026June 10, 2026
The cyber bill moves budgets into implementation and monitoring
The National Cyber Protection Bill can turn parts of cyber spending from discretionary upgrades into ongoing regulatory expense. Potential beneficiaries are IT services and integration providers, while financial and payment infrastructure entities are mainly cost bearers.
+11In defense delivery pace and inventory decide growth quality
Defense exports are at a record, but the TASE analysis shifts from demand to delivery and cash conversion. Stronger companies have serial products, backlog, advances and production capability; weaker ones still need to convert trials, development or grants into binding orders.
+23
- May 25, 2026
